Navigate in Odoo | Getting Started
Summary
TLDRIn this tutorial, the host guides viewers through the ODU interface, highlighting its consistency across apps and ease of navigation. Key features include a dashboard for app management, a check-in/checkout switch, VoIP integration, chat and activity tracking, and ODU Studio for customization. The host also covers multi-company management, user profile settings, language options, and navigating through the database using shortcuts and search filters. The tutorial aims to empower users to efficiently manage tasks and data within the ODU platform.
Takeaways
- π§ The ODU interface is consistent across all applications, allowing for quick familiarization with its use.
- π The dashboard provides access to all installed applications and modules, with a check-in/check-out switch and attendance integration.
- π The VoIP feature allows for phone calls to be made from the dashboard using the phone icon.
- π¬ The chat bubble icon links to all conversations within the Discuss module.
- β° The clock icon provides an overview of all activities and the applications they belong to.
- π The tool set icon indicates the installation of ODU Studio, enabling customization of app appearance and field addition.
- π The multi-company taco is available for users with multiple companies on the same database, allowing for easy switching between them.
- π€ The user profile icon offers access to personal settings, including language, time zone, and notification preferences.
- π The language option can be customized, and new languages can be added for users with different language requirements.
- π The search bar and filters allow for efficient navigation and organization of records within the database.
- π Different views, such as list, kanban, calendar, pivot table, graph, and activity views, provide various ways to visualize and interact with data.
Q & A
What is the purpose of the tutorial in the script?
-The tutorial aims to guide users through the interface of ODU (Odoo), explaining its features and functionalities to help users navigate it efficiently.
What does the red dot icon in the top right corner of the ODU dashboard represent?
-The red dot icon represents a check-in and check-out switch integrated with the attendance app in ODU.
How can users make phone calls within ODU?
-Users can make phone calls within ODU by clicking on the phone icon, which indicates that VoIP (Voice over Internet Protocol) is installed.
What is the function of the chat bubble icon with a number next to it in ODU?
-The chat bubble icon with a number links users to all of their conversations inside the Discuss module of ODU.
What does the clock icon in the dashboard provide access to?
-The clock icon provides access to all of the user's activities and the apps or modules associated with each activity.
What does the wrench icon in the dashboard allow users to do?
-The wrench icon, when clicked, takes users to a special option allowing them to edit the look of the app and add new fields if necessary, indicating that ODU Studio is installed.
What is the purpose of the multi-company taco icon in ODU?
-The multi-company taco icon is present if a user has multiple companies using the same database, allowing them to switch between different company databases.
How can users access the user documentation page in ODU?
-Users can access the user documentation page by clicking on 'documentation' in the profile dropdown menu, which opens a new tab to the od.com user documentation page.
What is the significance of the dark mode option in the profile settings of ODU?
-The dark mode option changes the color scheme of the ODU interface, providing a different visual experience for users who prefer it.
How can users add a new language in their user profile settings in ODU?
-Users can add a new language by going to the language field in their user profile settings, typing the desired language, selecting the appropriate option, and then clicking 'Add'.
What are the different views available for viewing records in ODU applications?
-The different views available for viewing records in ODU applications include list view, kanban view, calendar view, pivot table view, graph view, and activity view.
What is the significance of the mandatory fields marked in bold in a sales order form in ODU?
-The mandatory fields marked in bold must be filled in before the document can be saved; if not, ODU will prevent saving and display a warning.
What is the purpose of the smart buttons at the top of a document page in ODU?
-The smart buttons at the top of a document page in ODU are related to different applications and allow users to perform actions or access related records easily.
What are breadcrumbs in the context of navigating through ODU?
-Breadcrumbs in ODU are a navigational aid that keeps a record of all the steps taken through the application, allowing users to go back to previous pages easily.
What is the chatter section on each page in ODU, and what does it record?
-The chatter section on each page in ODU is a history of actions and messages related to the record, providing a log of interactions for reference.
Outlines
π§ ODU Interface Overview and Customization
This paragraph introduces the video tutorial focused on the Open Document User (ODU) interface, emphasizing its consistency across applications and the ease of navigation it offers. The speaker promises viewers will become proficient in using ODU after the tutorial. It begins with a walkthrough of the main dashboard, highlighting features like the check-in/checkout switch, VoIP phone capabilities, chat integration, and activity overview. The paragraph also touches on the ODU Studio for app customization, multi-company management, and user profile access for settings like language, time zone, and notifications.
π Navigating ODU and Adding Languages
The speaker demonstrates how to navigate through ODU using the search bar and shortcut commands, which can be accessed without mouse clicks. They explain how to add a new language to the system, using French for Belgium as an example, and show the process of enabling language options for users. The paragraph also covers accessing user profile settings, account security features like password changes and two-factor authentication, and API key generation. Additionally, it mentions how to manage users and the visibility of different profile tabs based on installed modules.
π Viewing and Organizing Sales Data in ODU
This section delves into the sales application within ODU, detailing how to select and manage records, such as sales orders. The speaker explains the use of filters and group by options to organize data, as well as different views like list, kanban, calendar, pivot table, graph, and activity views. They also describe the functionality of smart buttons for related records and the use of breadcrumbs for navigation. The paragraph highlights the ability to save favorite filters and customize views for better data management.
β οΈ Mandatory Fields and Record Management in ODU
The final paragraph discusses the importance of mandatory fields in ODU records, using the sales order as an example. It explains the autosave feature and the manual save option, as well as the consequences of leaving mandatory fields empty. The speaker also talks about smart buttons that facilitate linking to related records and the use of breadcrumbs for tracking navigation history. They conclude by mentioning the 'chatter' section, which records the history of actions and messages related to a document, and encourage viewers to explore more tutorials for in-depth knowledge.
Mindmap
Keywords
π‘ODU
π‘Interface
π‘Dashboard
π‘VoIP
π‘Discuss Module
π‘Activities
π‘ODU Studio
π‘Multi-company
π‘User Profile
π‘Autosave
π‘Smart Buttons
π‘Breadcrumbs
π‘Chatter
Highlights
Introduction to navigating the ODU interface, which remains consistent across all applications.
Explanation of the main ODU dashboard, displaying installed applications and modules.
Demonstration of the check-in and checkout switch integrated with the attendance app.
VoIP feature allowing phone calls from the dashboard.
Chat bubble icon linking to conversations in the Discuss module.
Activity overview through the clock icon, showing all activities and their respective apps.
Access to ODU Studio for editing app appearance and adding new fields.
Multi-company feature for managing multiple companies within the same database.
Profile icon access to user settings, including language, time zone, and notification preferences.
Adding a new language to the system for users with different language preferences.
Shortcuts and commands feature for quick navigation through the database.
Dark mode option for users who prefer a darker color scheme.
Account security settings, including password change and two-factor authentication.
Sales application demonstration, including document selection and actions.
Search bar functionality with automatic filters and the ability to add custom filters.
Grouping records by different criteria such as salesperson or month.
Different views for records, including list view, kanban view, calendar view, pivot table view, graph view, and activity view.
Autosave feature and manual save options for documents in ODU.
Smart buttons for related documents and breadcrumbs for navigating back through the application.
Chatter section as a history of actions and messages related to a record.
Transcripts
hello doers zasu here with another
tutorial now that you've started using
ODU let's review that interface this may
seem slightly complicated at first but
it Remains the Same throughout each app
so you're going to quickly become
familiar with it I Pinky Promise well
pinky after the following demo you're
going to be navigating through o like a
prop so now chcha let's jump right into
it so here I am on my main ODU dashboard
this is where I see all the applications
and modules that I've installed in the
top right corner I can actually see I
have a few other icons now if we click
on this red dot right there you'll
notice that it's a check in and checkout
switch integrated with the attendance
app so to the right of that over here we
have this little phone looking button
when I click it basically lets me know
that I have VoIP installed or voice over
Internet Protocol right there I can also
make phone calls from here as you can
tell by this little number pad the next
icon up over here is a nice little chat
bubble with a number next to us which
links us to all of our conversations
inside of the discuss module and if we
click on this little clock icon right
there it's all of my activities along
with what each app each activity is
inside of now you'll also notice I have
this little tool set icon right there
when I click it it takes me to a very
special option over here this means that
I have ODU Studio installed and I can
click on this icon in any application to
edit the look of the app and even add
new Fields if necessary and that's super
cool right now next is a multi company
taco over here it's only present if you
have multiple companies using the same
modu database so as you saw when I
clicked this right now it allowed me to
see stealthy wood San Francisco and
stealthy wood Chicago right now you'll
see that I'm inside of our SF office but
you can also see that my Chicago branch
uses this database as well the last icon
we have over here is me it happens to be
the profile the user profile icon
selecting oo over here gets us to a drop
down menu with a few of the other
options better to click on documentation
right there a new tab opens to od.com
user documentation page which can be
very handy but right now we're not going
to go there so going on to the menu over
here we have our next option I can also
contact ODU support directly from this
menu as you can see by our support
option beneath that I have a shortcuts
option when I click on that over here
takes me over to this nice little popup
over here and I can start to type
shortcuts and commands this popup can
also be accessed by entering control k
uh command K depending on your laptop
and that type of thing throughout the
whole database basic menu can be
accessed from the dashboard by typing
forward slash as well so from this
window I can for example type a forward
slash look we start to get little
options right there
sales and ODU gives me the option to
navigate directly to it if I want to
reach product variants in a jiffy all I
have to do is type slash product and I'm
G actually just going to show that real
quick look at that right there product V
boom done bam if I select that boom
we're right there we could do this every
single time on every single menu in the
database this makes navigating through
ODU even easier now remember you can
also do this right from the home screen
without any Mouse clicks whatsoever so
if I return back over to the home screen
over here and I just start typing in the
word sales Odo magic right there I love
that all right now let's click away from
that and we're going to remove that
popup going to reopen our profile icon
up again over here and we're going to
move forward now next on the list is
dark mode which when you selected
changes the color layout of ODU the
scheme if you will but this one's only
for cool kids cool kids use uh ODU dark
mode and it can easily be toggled off
because I don't have sunglasses so I'm
not that cool right now now if we open
it up once again we're going to move
forward now I have the option called my
profile over here and when that's
clicked ODU takes me over to my ODU user
profile
page so let's go back over here and
that's where you find it I realized I
didn't have the menu up I'm sorry about
that lastly you'll find the final option
which is log out of your database but
I'm going to stay logged in so I'm not
going to log out right now so we're
staying here because from here I can
choose my own language time zone and
notification settings as well as other
things now the notification setting here
is crucial especially if you don't want
to receive email notifications from ODU
and instead handle everything inside of
the database and that case you select
the option I have now which is handle in
ODU if I also go over here to the
language field that we have over there I
see that I have it set on English us as
my option as you can imagine ODU has the
option to load many different languages
perhaps you have some users from Belgium
that only speak French for instance in
that case you can install a new language
inside of the database from right here
using this little Globe icon that we
have right there and selecting it but
we're already here so I think it's time
for us to add a new language now if I'd
like to add the language option I just
have to start typing in my case I'm
going to type in French and you'll see
we have multiple options I'm going to
select French be for Belgium you have
ODU website installed ODU will ask you
if you would like to translate any
website that you made but we don't need
to select any sites right now so in my
case I'm actually just going to select
ad just like that OD presents me with
the option to switch to French once that
this loads if I would like to as well
but in my case I'm going to keep English
right now so we don't need to deal with
that at all so we're actually just going
to close that
out now with that in place next time I
go to my user profile or settings I can
manage users and select a user I will
have French as a language option that's
pretty cool right and if you didn't hear
me go to settings you can find in
configuration and settings and then you
want to manage users and select it and
go and select French as your language
you may also see different tabs on the
my profile page for things such as
account secur security resume work
information private info and HR settings
as well by default however you will only
be able to see the preferences and
account security tabs the others appear
when the other Odo modules like
employees and so on are installed so be
sure to check out our HR tutorials for
more information on that now let's
briefly take a look at the account
security settings by clicking on the
account security tab over here so inside
of here and I'm going to go through
these the user can basically change
their password which is an option right
there they can toggle the on andof
switch for two Factor authentication
which is another option right there and
below that we also have a couple of
other options which is log out from all
devices maybe you got robbed and the
ability to create a new API key very
critical so right now though let's
navigate back to the main Odo dashboard
by selecting in the top left corner and
then let's open up the sales application
so in every application you've noticed
there's a little app icon in the top
left corner and when it's clicked it
sends you back to the main dashboard and
in the very same place if we select it
again it takes us to our previous View
right back to where we were on the very
last page so let's address the elephant
in the room that I know you're asking
what is what is this up here at the top
well this will be present in every
application that requires setup when you
first start your database these steps
are covered in the individual app
tutorials and documentation but now
let's say that I would like to select
some of my documents which are often
referred to as records in ODU if I click
on this little check boox over here to
the left of the word number in the
column header I could select all of the
documents or records on the page when I
do that a couple more options present
themselves at the top for instance and I
have the option to print when I click on
the print button right there it gives me
more options allows me to print them as
various documents I can also have some
actions that I can choose from as well
let's click on the actions button so I
can talk about that and there's quite a
lot in the accents dropdown menu I have
the option to
export which will basically export the
selected records I can even insert them
into a spreadsheet an ODU spreadsheet
can even duplicate them or delete them I
also have some sales specific actions
inside of this menu I can create an ACR
Revenue entry as well because I have the
accounting application installed I also
have the option to cancel quotations in
whole in Mass we can select multiple I
can also even Mark quotations as scent
or send a cart recovery email as well
because I have the e-commerce module
installed but right now let's deselect
all of our records over there and that's
so that I can get the search bar again
over here now if I look at my search bar
I see that I already have this automatic
filter applied so ODU only shows me my
quotations I remove this by selecting
the X over there which is how you can
remove filters I will see all the
quotations inside of my database not
just the ones assigned to me I can also
add some other filters as well by
opening the mega dropdown menu which
it's a real term right there I have some
standards here that I can choose from if
I just want to see basic quotations and
stuff like that I can group them by
other options as well maybe I want to
see quotations from last month well
that's actually not going to be a
problem to do that I'd click on the word
create date over here and select the
previous month which in our case now is
April and boom none just like that but
let's assume something else I want to
add a group ey option to my results as
well if I wanted to let's pick them
month that has some so let's go back to
Q4 NOP Q3 nope oh
2023 let's do Q three right
there all of
them we have one right there we can also
group them if we would like to by
salesperson as well and once we do that
and we move away from here would you
look at that we have Mark demo
immediately being shown and now I can
see which salesperson has had some sales
orders in the last previous time and
that's all from the search bar I can
basically see all of the sales orders
that each person has done if I click rid
of this and look at that now we can see
each one per person I also can make some
filters my default or favorites by
reopening the search up here at the top
as you can tell we can save our current
search as a favorite as well doing so
reveals some other options if you do
that as well which allows me to choose
whether or not to make this my default
filter maybe it's the one I want to see
all the time or shared as well to share
it with others I can even give this
favorite filter a new custom title so in
my case let's assume that I want to just
save whatever I have right now as
shared then we also got to give this a
name quotations by person then we hit
save just like that we have all of that
you will see that your favorite filter
is just saved and shared easily
accessible inside of the search filter
menu and it's underneath its own little
section right there and that's very cool
but we're going to go ahead and remove
it because we don't want to mess with
people we're making these things as we
go I'm going to actually reopen the
filter menu once again over here I can
also click on add custom filters as well
if I would like to and that's in the
bottom left corner over here doing so
perhaps I'd like to see BU abandoned
carts Maybe by a specific date or
anything else for that matter
fortunately ODU provides a ton of
options to choose from inside of here
but let's say that we only have our
group by sales feature you know
salesperson over here filter present
once again so let's go grouping by
salesperson once again from here we can
also view our data and Records in
different ways the default is list view
which you can see right there but we
also have the option for camand view
which I'm going to click right now and
this actually makes it look a little bit
more clear I like the camand view a lot
because we can see different columns
organized by our salespeople since we
have the salesperson filter on this is
particularly cool because we can
actually drag and drop sales orders
inside of this view for example let's
say that I would like Mark demo my
salesperson to take over one of Mitchell
admins we can just Rob Mitchel
immediately like that and drop it under
and we're done just like that and if I
would like to we can do something else
well let's open that one
up and if we select on the other info
tab over here look at that Mark is right
there as a salesperson for this one just
in case you didn't see that right there
we're going back over to our quotations
stealing another one over there and now
it doesn't say Mitchell it says Mark
let's go back over to our quotations CU
I want to show you some other stuff so
we also have the option for a calendar
view over here which is basically oo is
going to show you all the sales orders
that were created on various dates we
can access the various records from here
as well simply by clicking on an actual
sales order if we wanted to our case
we'd have to go pretty far back I think
which is fine it happens we also have a
pivot table View over here now ODU shows
us a pivot chart of our data you can
even open this measures drop down option
over here to change and add different
measure types as well if needed we can
just basically just add these as you go
just make it bigger bigger is better
then finally oh well not finally we have
another option which is the graph View
and when we select it we can also change
the graph types here too by clicking on
the icons such as a line chart or my
favorite which happens to be a pie chart
over here and the line chart you can
even actually change the way that
certain things are displayed you can
have a descending ascending and other
options like that you can also even
insert this chart into an ODU
spreadsheet by clicking on the insert in
spreadsheet button right there and the
very last one we have is activity view
over here when we click on the activity
clock icon ODU shows us our scheduled
activities on different documents I can
see the column headers themselves are
the different activity types email call
and everything and the roow headers
themselves happen to ALS so be the sales
order numbers the red activity blocks
are overdue and I'm seeing a lot of red
and the green ones are due in the future
each block has the activity due date on
it I can view and edit the information
by clicking on an activity for example
let's click on a random one like this
one inside of here you'll notice that I
can see what the activity is and even
schedule additional activities in case I
need more red in my life we do that by
just clicking on schedule an activity
filling out this popup over here and
super convenient as you can tell but
right now we're actually going to select
cancel don't need to do that right now
so after you do that I think it's time
for us to go back over to our camand
view over here and open up a random one
of these sales orders and something I
want to point out here is that I have
some fields in the top portion of this
form which are in bold namely we have
invoice address and delivery address
Fields now that means that these fields
must be filled in or you won't be able
to save the document so like let's see
what happens if I try to delete this
delivery address one that we have right
there and then let's assume I try to go
back to the quotations page and let ODU
auto save oh look at that it doesn't let
me ODU is saying I'm unable to save and
I have this warning that popped up and
even a red marker on that area it's
telling me that I need to fix this
that's why I need to make sure the
mandatory fields are filled in before
moving on so let's add the same customer
back over to the delivery address again
perfect right there
it should be noted and now I can
actually save watch see we're good it
should be noted that every document in
ODU has an autosave feature but there's
also a save manually button that you
just saw me use up at the top you can
use them whenever things change in all
of our documents we also have some smart
buttons at the top of the page as you
can see right here the sales order
itself for instance has some smart
buttons related to the planning
application different types of documents
have different types of smart buttons it
just depends on what the other apps are
installed and what records are meant to
be linked together for example on the
customer contact page which we can
access by clicking directly on the name
that we have right here pretty neat
right there nice little Jose ignasio
shortcut I have more smart buttons
available up at the top quite a lot of
them each of these are records in my
database that are related to this
customer so for example I could see all
of their sales opportunities if I'm
interested actually by clicking the Sal
smart button right there I can see Deco
adct sales right there as a fullon list
related to them or I can use what we
call I've been saying this a lot
breadcrumbs in the top left here which
I've mentioned previously because they
allow me to go back to previous Pages
for example I could return back to the
customer form just by selecting the name
again right there and we're back over
here breadcrumbs keep a record of all
the steps that we've taken through the
application you're going to see me say
things like Wonderbread pumper nickel
this is what it means for instance I can
actually see that I started inside of
quotations made myself made myself go
into the sales order and then from the
sales order we went into Deco addicts
contact card over here and that's how
this all works I can always see every
single movement from the breadcrumb so
be sure to keep that in mind as you
navigate through odor they're super
useful okay right now let's go back to
the sales order via the breadcrumbs
which is Wonderbread so we're going to
select sales order right there I want to
point out one more thing before we part
ways on each page you'll see this
section which is referred to over here
as the chatter the chatter is a history
of actions and messages related to the
record be sure to check out our other
tutorials which are going to give you a
whole lot more information on that as it
often comes in handy for a number of
different reasons all righty if you stay
this fulltime with me I love you and
appreciate you because this concludes
our brief overview of how to properly
cruise through ODU you're doing great
and now that you know the ins and outs
of how to navigate through ODU super
awesome and intuitive interface I think
it's time for us to part ways because
that's all for this video thank you for
watching my name is hose ignasio and
we'll be seeing each other more in the
future remember to check out our
documentation and more videos
Browse More Related Video
Glide Apps Tutorial for Beginners | How to Use glideapps.com (2024)
How to connect EC2 instance over SSH using Windows and Mac? | Visual Explanations
Logitech M650 Wireless Mouse: Ultimate Guide to Customization & Connectivity
Guida a Microsoft Planner: COMPLETA e gratis!
25 VS Code Productivity Tips and Speed Hacks
Google Data Studio Tutorial π - How to build a Dashboard with GDS
5.0 / 5 (0 votes)